Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: peter michaelson who wrote (4823)	8/25/1998 8:44:00 PM
From: Paul Senior	Read Replies (1) of 78596

Peter M.: I've often found in that situation that Senior's Rule of Mispick applies: Which is: whenever there is a choice of 2 or more stocks in an apparently undervalued industry, picking the most obviously undervalued company results in that company remaining the most undervalued (while the others will experience substantial rises in price.) In this particular industry, rather than betting on one or the other or all manufacturers, I chose RDO, a company which is a distributor for several ag. manufacturers. Company also is in construction equip. (sales/leasing), and big trucks. Their goal is to be a national consolidator of local franchisees. RDO has not as appealing valuations now as NH or some of the others- but the offset might be its diversification and IMO, strong management. Paul Senior

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next